See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,480 |
AUSTIN MONEY MANAGEMENT1 year Service code 27 · EIN 83-0665580 | Advisory (Plan) | $7,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,342 | $58,879+4.2% | $178,490-65.6% | $73,488-16.5% |
| Participation rate | 69.1% | 66.2%+2.9pp | 81.9%-12.8pp | 70.7%-1.5pp |
| Annual return | 24.47% | 24.86%-0.4pp | 151.07%-126.6pp | 28.51%-4.0pp |
| Employer contribution / active EE | $757 | $2,236-66.1% | $5,011-84.9% | $2,270-66.6% |
| Participant deferral / active EE | $4,457 | $2,567+73.6% | $5,202-14.3% | $3,740+19.2% |
| Admin fee / account holder | $157 | $400-60.8% | $13,984-98.9% | $513-69.4% |